Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Menzel is a financial advisor with Osaic Wealth, Inc., based in Hartland, WI. Brian has been in the industry since June 1996 and holds multiple licenses and certifications. Brian has extensive experience working with individuals, families, businesses, and institutions. Brian is also a board member for Journeys Lutheran School and a girls golf coach for Lake Country Lutheran High School. Brian is dedicated to providing personalized financial advice to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
01/19/2024 - Present
Osaic Wealth, Inc. (HARTLAND WI)
WI
04/12/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (HARTLAND WI)
WI
02/12/2014 - 11/02/2017
PRINCIPAL SECURITIES, INC. (Milwaukee WI)
WI
03/14/2011 - 02/14/2014
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (NEW BERLIN WI)
WI
06/16/2009 - 03/31/2011
MML INVESTORS SERVICES, LLC (NEW BERLIN WI)
WI
01/03/1996 - 06/19/2009
THRIVENT INVESTMENT MANAGEMENT INC. (NEW BERLIN WI)
IA
Issued 12/22/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/16/1995
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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